NS
Nikolaas D. Schuurmans
PURE PORTFOLIOS
Lake Oswego, OR 97035
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CRD#: 4922113
NS
Professional summary
Nikolaas Daby Schuurmans, who also goes by Nikolaas Schuurmans, is a registered financial advisor currently at PURE PORTFOLIOS located in Lake Oswego, Oregon.
Nikolaas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Nikolaas has worked at 5 firms and has passed the Series 66 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Nikolaas Schuurmans
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. ETHOS; INVESTMENT RELATED; SAN FRANCISCO, CA; INSURANCE; REFERRALS; AUGUST 2019; <1 HOUR PER MONTH; <1 HOUR DURING TRADING HOURS; PURE DOES NOT SELL INSURANCE BUT REFERS CLIENTS TO ETHOS AND RECEIVES $150 PER REFERRAL.
2. ENTITY NAME: PURICK;
INVESTMENT RELATED: NON-INVESTMENT;
ADDRESS: CAMAS, WA;
NATURE OF THE OTHER BUSINESS: CUSTOM GOLF TOWELS;
POSITION: HOBBY;
START DATE: 8/3/2020;
APPROXIMATE # OF HOURS A MONTH: 2-4 HOURS PER MONTH;
APPROXIMATE # OF HOURS DURING SECURITIES TRADING HOURS: 0;
BRIEFLY DESCRIBE YOUR DUTIES: MAKE CUSTOM DESIGN GOLF TOWELS;
3. ENTITY NAME: PROPER CENTS;
INVESTMENT RELATED: NO;
ADDRESS: GILBERT, AZ;
NATURE OF THE OTHER BUSINESS: WEBSITE FOCUSED ON EDUCATING INDIVIDUALS AND FAMILIES ABOUT ALL THING RELATED TO PERSONAL FINANCE;
POSITION/TITLE/RELATIONSHIP: MARKETING;
START DATE: 6/1/2020;
APPROXIMATE # OF HOURS A MONTH: 3 HOURS;
APPROXIMATE # OF HOURS DURING SECURITIES HOURS: NONE;
BRIEFLY DESCRIBE YOUR DUTIES: COME UP WITH INTERESTING FINANCE TOPICS TO PUT ON WEBSITE;
CRS (Client Relationship Summary) - RIA
Click below to view Nikolaas Daby Schuurmans's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
January 2, 2021 - Present
PURE PORTFOLIOS
Office #1: 1 Centerpointe Drive Suite 120, Lake Oswego, OR 97035RIA
CRD#: 311002
Lake Oswego, OR
Past
August 5, 2016 - January 2, 2021
TRU INDEPENDENCE ASSET MANAGEMENT, LLC
RIA
CRD#: 168256
PORTLAND, OR
Past
April 3, 2007 - March 28, 2008
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
RIA
CRD#: 2881
MOUNT VERNON, WA
Past
March 19, 2007 - March 28, 2008
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BD
CRD#: 2881
MOUNT VERNON, WA
Past
April 20, 2005 - February 9, 2006
MSI FINANCIAL SERVICES, INC.
RIA
CRD#: 14251
BELLEVUE, WA
Past
March 10, 2005 - February 9, 2006
METROPOLITAN LIFE INSURANCE COMPANY
BD
CRD#: 4095
NEW YORK, NY
Past
March 10, 2005 - February 9, 2006
MSI FINANCIAL SERVICES, INC.
BD
CRD#: 14251
SPRINGFIELD, MA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PP
PURE PORTFOLIOS
NORTHWEST WEALTH ADVISORS | PURE PORTFOLIOS, LLC | PURE PORTFOLIOS HOLDINGS LLC | PURE PORTFOLIOS | PURE PORTFOLIO HOLDINGS, LLC
CRD#: 311002 / SEC#: 801-119674
RIA
Registered Investment Advisory firm - (11/12/2020 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Arizona(2/26/2025)
IAR
California(12/4/2024)
IAR
Idaho(12/4/2024)
IAR
Oregon(1/2/2021)
IAR
Texas(1/5/2021)
IAR
Washington(1/2/2021)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
PP
PURE PORTFOLIOS
NORTHWEST WEALTH ADVISORS | PURE PORTFOLIOS, LLC | PURE PORTFOLIOS HOLDINGS LLC | PURE PORTFOLIOS | PURE PORTFOLIO HOLDINGS, LLC
CRD#: 311002 / SEC#: 801-119674
RIA
Registered Investment Advisory firm - (11/12/2020 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1 Centerpointe Drive Suite 120, Lake Oswego, OR 97035
Mailing Address
Phone number
(877) 261-0015
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (6 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 803 |
| AUM (Assets Under Management) | $ 360,472,868 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
